Canara Robeco Mutual Fund Reviews by Employees

Description: Key Responsibilities: - Generate sales through banking and private wealth channels. - Identify, contact, and follow up with new and prospective clients to create new business opportunities. - Convert prospects into customers by recommending suitable investment products based on their needs. - Execute regional distribution strategies through regular follow-ups, client meetings, and market engagement. - Work towards increasing product-wise market share in the assigned region. - Stay updated on industry trends to identify new market opportunities. - Build and maintain strong relationships with key clients by understanding their needs and providing relevant solutions. - Ensure full compliance with regulatory and internal guidelines for the region. Educational Qualifications & Experience: - Graduation/Post-Graduation; AMFI certification required. - Minimum 5+ years of experience in financial services, preferably in Asset Management. - Strong understanding of mutual fund products. - NISM certification is mandatory.

Others

Canara Robeco - Senior Manager - Private Banking 

Senior Manager, Private Banking Location: Mumbai, India Experience: 5+ years Designation: Senior Manager, Private Banking About the Role: - We are seeking a highly motivated and experienced Senior Manager to join our Private Banking team in Mumbai. This pivotal role will focus on driving sales through our robust banking and private wealth channels, expanding our client base, and strengthening our market presence in the region. - The ideal candidate will possess a deep understanding of mutual fund products and the broader financial services landscape, coupled with a proven track record of achieving sales targets and building strong client relationships. Key Responsibilities: - Sales Generation: Proactively generate sales and acquire new clients through our established banking networks and private wealth management channels. - Business Development: Identify and pursue new business opportunities by contacting, qualifying, and following up with prospective clients. - Client Conversion: Successfully convert prospects into valuable clients by thoroughly understanding their investment needs and effectively showcasing appropriate products from our diverse portfolio. - Strategic Execution: Implement and execute regional distribution strategies with the primary goal of increasing product-wise market share through consistent follow-ups and client engagement initiatives. - Market Insight: Stay abreast of the latest industry trends, market developments, and regulatory changes to identify emerging opportunities and maintain a competitive edge. - Relationship Management: Cultivate and maintain strong, long-lasting relationships with key clients, demonstrating exceptional communication skills and a profound understanding of their financial objectives. - Product Expertise: Exhibit in-depth knowledge of the mutual fund market, various product offerings, and their suitability for different client profiles. - Compliance & Regulatory Adherence: Ensure strict adherence to all internal compliance policies and external regulatory guidelines pertinent to the financial services industry in the region. Educational Background: - Graduation or Post-Graduation in Finance, Business Administration, Economics, or a related field. - Possession of an AMFI certification is mandatory. Professional Experience: - Minimum of 5 years of progressive experience in the financial services industry, with a strong preference for candidates from the Asset Management sector. - Demonstrated expertise and comprehensive knowledge of mutual fund products.

Mumbai

Canara Robeco -  Senior Manager - Private Banking 

Apply to 2 Canara Robeco Mutual Fund jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in Canara Robeco Mutual Fund Now! Company Page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

Apply to 2 Canara Robeco Mutual Fund jobs on iimjobs.com, India's No.1 Management job portal. Explore Management job in Canara Robeco Mutual Fund Now! Comapny page, IIM MBA Jobs, Ecommerce, Retail, Business, Development, Manager, Technology, Healthcare, Telecom, Insurance, FMCG, Media, BFSI, Director, VP/AVP, CEO/CFO, AGM/DGM

Canara Robeco Mutual Fund Jobs